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Wealth Management Professional

2 weeks ago

Laval, Quebec, Canada National Bank Full time

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. As a Client Experience Coordinator, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

About this Role
  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules